Wealth Concierge Specialist — High-Touch Client Service

Charles Schwab; Westlake (TX); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation and sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Concierge for Schwab Wealth Advisory in Westlake, TX to support high net-worth clients and advisors with operational requests and high-touch service.

This role emphasizes client experience, clear communication, attention to detail, and process discipline, with on-site collaboration as a core part of the job. Qualified candidates hold FINRA Series 7 and Series 66/63/65 licenses, at least one year in financial services, and experience with Salesforce.

Qualifications

• Active and valid FINRA Series 7 license.
• Active and valid FINRA Series 66 or Series 63/65 license (or obtained within 120 days).
• Minimum 1 year of financial services experience.

Responsibilities

• Support high net-worth clients, wealth advisors and partners with operational requests.
• Deliver high-touch service and create positive client outcomes.
• Articulate processes clearly to advisors and business partners.
• Maintain accuracy in case management and workflows.
• Leverage process discipline to resolve inquiries related to portfolios and planning.

Skills

Client experience

Oral and written communication

Attention to detail

Process discipline

Education

FINRA Series 7 license

FINRA Series 66 or 63/65 license

Tools

Salesforce

Job description

Charles Schwab is seeking a Concierge for Schwab Wealth Advisory in Westlake, TX to support high net-worth clients and advisors with operational requests and high-touch service.

This role emphasizes client experience, clear communication, attention to detail, and process discipline, with on-site collaboration as a core part of the job. Qualified candidates hold FINRA Series 7 and Series 66/63/65 licenses, at least one year in financial services, and experience with Salesforce.